See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 10 · EIN 06-1050034 | Accounting | $173,547 |
1974 PENSION TRUST10+ years Service code 10 · EIN 52-6150908 | Accounting | $81,292 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL RET INS & ANNUITY CO Service code 10 · EIN 06-1050034 | Accounting | $54,794 |
WITHUMSMITH+BROWN, PC6 years Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 | Accounting | $35,458 |
MMA SECURITIES LLC2 years Filed as: MARSH USA, INC Service code 22 · EIN 36-1436000 | Insurance Broker | $26,925 |
KELLY PRESS INC10+ years Service code 49 · EIN 52-0975591 | Other Services | $5,923 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,458 | $139,767-66.0% | $153,485-69.1% | $199,593-76.2% |
| Participation rate | 73.1% | 85.1%-12.0pp | 77.1%-4.0pp | 72.0%+1.1pp |
| Annual return | 13.88% | 20.59%-6.7pp | 15.65%-1.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $4,962 | $6,517-23.9% | $5,039-1.5% | $3,034+63.5% |
| Participant deferral / active EE | $1,444 | $8,055-82.1% | $6,757-78.6% | $5,087-71.6% |
| Admin fee / account holder | $82 | $98-16.2% | $12,724-99.4% | $269-69.5% |